Revenue
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $250.3M | $389.1M | $310.6M | $266.8M | $252.8M | $183.2M | $156.7M | $91.6M |
| Gross profit | $77.4M | $235.9M | $178.6M | $180.5M | $189.0M | $138.7M | $117.9M | $61.2M |
| Gross margin | 30.92% | 60.62% | 57.49% | 67.64% | 74.79% | 75.70% | 75.24% | 66.83% |
| Research & development | $229.1M | $226.4M | $201.4M | $210.7M | $150.5M | $68.9M | $64.5M | $37.3M |
| Operating expenses | $575.9M | $560.3M | $496.9M | $471.0M | $385.2M | $199.0M | $189.4M | $97.3M |
| Operating income | −$498.5M | −$324.4M | −$318.3M | −$290.5M | −$196.1M | −$60.3M | −$71.5M | −$36.0M |
| Operating margin | −199.19% | −83.39% | −102.50% | −108.88% | −77.59% | −32.89% | −45.64% | −39.35% |
| EBITDA | −$484.9M | −$311.8M | −$305.6M | −$284.4M | −$190.9M | −$56.0M | −$70.2M | −$35.5M |
| EBITDA margin | −193.77% | −80.15% | −98.40% | −106.60% | −75.54% | −30.54% | −44.81% | −38.74% |
| Net income | −$470.4M | −$288.7M | −$279.7M | −$268.8M | −$192.1M | −$55.7M | −$69.4M | −$33.3M |
| Net profit margin | −187.95% | −74.21% | −90.06% | −100.77% | −75.99% | −30.40% | −44.28% | −36.40% |
| Basic EPSper basic share | -$3.35 | -$2.24 | -$2.34 | -$2.45 | -$1.84 | — | — | — |
| Diluted EPSper diluted share | -$3.35 | -$2.24 | -$2.34 | -$2.45 | -$1.84 | — | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | ≈9.38%14.26M shares |
SIEBEL THOMAS M | ≈6.52%9.9M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈5.90%8.97M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈3.94%5.99M shares |
MORGAN STANLEY | ≈3.31%5.03M shares |
BNP PARIBAS FINANCIAL MARKETS | ≈2.33%3.54M shares |
STATE STREET CORP | ≈2.30%3.49M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.26%3.43M shares |
GOLDMAN SACHS GROUP INC | ≈2.12%3.22M shares |
MILLENNIUM MANAGEMENT LLC | ≈2.06%3.14M shares |
HRT FINANCIAL LP | ≈1.95%2.97M shares |
BANK OF AMERICA CORP /DE/ | ≈1.89%2.87M shares |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ≈1.57%2.39M shares |
FEDERATED HERMES, INC. | ≈1.50%2.28M shares |
CITADEL ADVISORS LLC | ≈1.19%1.81M shares |
Ehikian Stephen Bradley | ≈1.10%1.68M shares |
UBS Group AG | ≈1.01%1.53M shares |
MARSHALL WACE, LLP | ≈0.93%1.41M shares |
CAPITAL FUND MANAGEMENT S.A. | ≈0.84%1.28M shares |
JPMORGAN CHASE & CO | ≈0.82%1.25M shares |
Percentages use 151.95M shares of this listed class outstanding on Jun 10, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 16, 2026Form 4 | Lath HiteshCHIEF FINANCIAL OFFICER | SellClass A Common Stock | 34.2K | $10.95 | $374.6K | 233.1K |
| Jun 15, 2026Form 4 · 10b5-1 | SIEBEL THOMAS MCEO and Chairman of the Board | SellClass A Common Stock | 472.0K | $11.11 | $5.24M | 722.4K |
| Jun 12, 2026Form 4 · 10b5-1 | SIEBEL THOMAS MCEO and Chairman of the Board | SellClass A Common Stock | 23.6K | $10.92 | $257.4K | 743.6K |
| Jun 2, 2026Form 4 | SIEBEL THOMAS MCEO and Chairman of the Board | SellClass A Common Stock | 17.4K | $11.32 | $196.4K | 6.90M |
| May 18, 2026Form 4 · 10b5-1 | SIEBEL THOMAS MCEO and Chairman of the Board | SellClass A Common Stock | 112.0K | $8.65 | $968.9K | 722.4K |